In a turn of events, Intel has now announced that their next-gen Falcon Shores AI accelerators won’t be released onto the markets, showing the company’s struggle in the AI business.
Intel Claims Falcon Shores Isn’t Ready For The Competition In The Markets; Says Jaguar Shores Will Deliver “Rack-Scale” Solution
Well, Intel’s journey in the AI markets hasn’t been too impressive, given that the firm has struggled to maintain a hold over the industry. Team Blue failed to capitalize on the early hype, ultimately providing competitors like NVIDIA with a massive edge. Now, it seems like Intel’s troubles are here to stay, as the interim co-CEO Michelle Johnston Holthaus has revealed that the firm has halted development on Falcon Shores, diverting the focus towards a rack-scale solution with the next-gen “Jaguar Shores” generation.
Many of you heard me temper expectations on Falcon Shores last month. Based on industry feedback, we have decided to leverage Falcon Shores as an internal test chip. More broadly, as I think about our AI opportunity, my focus is on the problems our customers are trying to solve, most notably lower the cost and increase the efficiency of compute. One of the things that we’ve learned from Gaudi is it’s not enough to just deliver the silicon. We need to be able to deliver a complete rack-scale solution, and that’s what we’re going to be able to be able to do with Jaguar Shores. – Intel via CRN
Intel’s co-CEO claims that Falcon Shores won’t be able to compete in the market. They have learned that from the launch of the Gaudi lineup, which is a completely disappointing one based on the revenue figures it has managed to bag in. The lineup isn’t completely off the record for now, as Team Blue plans on taking the project as “internal,” which means refining it to suit the market and its computational demands.
For those unaware, Intel has hyped Falcon Shores plenty of times in the past, claiming it to be a breakthrough for the firm’s AI business. In terms of specifications, it is rumored that Falcon Shores will debut with TSMC’s 3nm process and CoWoS-R packaging, with a reported TDP of 1500W, putting it on-par with what the industry currently offers, which did bring optimism for Team Blue’s relevance in the AI business. Now, with the lineup pretty much canceled, it seems like Intel is still finding its footing in the market.